Global Retirement Partners’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.79K Buy
2025
Q2
$3.21K Buy
2024
Q4
$2.79K Sell
2024
Q3
$4.98K Sell
2024
Q2
$143K Buy
2023
Q1
Sell
2022
Q4
$2.01K Hold
2022
Q3
$2K Hold
2022
Q2
$2K Hold
2022
Q1
$2K Buy
2021
Q4
Sell
2021
Q3
$37K Sell
2021
Q2
$37K Buy
2021
Q1
$31K Buy
2020
Q4
$30K Hold
2020
Q3
$25K Buy
2020
Q2
$16K Buy